See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC ADVISORS, INC.1 year Filed as: STRATEGIC ADVISERS LLC Service code 27 · EIN 04-2654524 | Advisory (Plan) | $18,655 |
FIDELITY INVESTMENTS INSTITUTIONAL11+ years Service code 37 · EIN 04-2647786 | Loan Processing | -$24,867 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $347,449 | $142,424+144.0% | $100,534+245.6% | $74,304+367.6% |
| Participation rate | 97.3% | 79.6%+17.7pp | 80.6%+16.6pp | 60.3%+36.9pp |
| Annual return | 17.82% | 27.53%-9.7pp | 32.66%-14.8pp | 29.43%-11.6pp |
| Employer contribution / active EE | $9,360 | $5,555+68.5% | $4,346+115.4% | $2,241+317.6% |
| Participant deferral / active EE | $13,806 | $8,247+67.4% | $6,144+124.7% | $3,767+266.5% |
| Admin fee / account holder | -$22 | $1,986-101.1% | $7,654-100.3% | $2,969-100.7% |